BlackDiamond Wealth Management, LLC — 13F holdings

BlackDiamond Wealth Management, LLC reported 226 holdings worth $249M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. USFR WISDOMTREE TR — $10.1M (4.1%)
  2. SPYM SPDR SERIES TRUST — $9.80M (3.9%)
  3. AAPL APPLE INC — $8.39M (3.4%)
  4. MSFT MICROSOFT CORP — $8.15M (3.3%)
  5. NVDA NVIDIA CORPORATION — $7.64M (3.1%)
  6. ITOT ISHARES TR — $6.85M (2.8%)
  7. QDPL PACER FDS TR — $5.97M (2.4%)
  8. CGDV CAPITAL GROUP DIVIDEND VALUE — $5.79M (2.3%)
  9. GOOGL ALPHABET INC — $5.49M (2.2%)
  10. AMZN AMAZON COM INC — $5.23M (2.1%)